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Live Webinars

Live Webinar: Special Needs Beneficiaries and the Estate Plan: Balancing Care, Control and Compliance

Planning for vulnerable beneficiaries requires careful coordination between estate structures, tax rules, and social security entitlements. Poor drafting can leave beneficiaries exposed or jeopardise vital government support. This session guides practitioners through the practical

Date/Time

Wednesday 17 June 2026
Vic, NSW, Qld, ACT, Tas: 11am to 12pm
SA & NT: 10.30am to 11.30am
WA: 9am to 10am

About the Webinar

Planning for vulnerable beneficiaries requires careful coordination between estate structures, tax rules, and social security entitlements. Poor drafting can leave beneficiaries exposed or jeopardise vital government support. This session guides practitioners through the practical and legal issues, including:

  • Choosing between Special Disability Trusts and discretionary trusts
  • How inheritances affect NDIS and Centrelink entitlements
  • Structuring protective mechanisms for beneficiaries with addiction, spendthrift, or mental health challenges
  • Appointing appropriate trustees, guardians, and support networks.
  • Drafting provisions to balance flexibility with accountability
  • Coordinating legal, medical, and financial advice to protect the most vulnerable clients

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA.

Jennifer is an in demand speaker across Australia to professional audiences in these areas. Over the last eight years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle’s Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:- Preeminent Wills, Estates & Succession Planning Lawyer - Victoria- Leading Wills & Estates Litigation Lawyer - Victoria In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last eight years.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters.  This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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